KPMG US
Associate Director, Tax Research and Planning
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Associate Director, Tax Research and Planning
role at
KPMG US . KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients and is supported by our culture of individual development, inclusiveness, innovative excellence, and community support.
Responsibilities
Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K-1s to support Partner Tax Services and Partner Tax Matters group in the preparation of federal and state tax returns.
Proactively monitor federal and state legislative developments; model the potential impact of proposed tax changes and identify strategic tax‑savings opportunities for the firm and its partners.
Document tax research positions and collaborate with firm experts on federal and state issues to ensure compliance with all tax regulations and deadlines.
Effectively communicate tax technical positions to members of cross‑functional groups within Firm Taxes.
Respond to inquiries from tax authorities to resolve tax issues efficiently.
Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment.
Qualifications
Minimum seven years of recent federal and state individual tax experience with in‑depth knowledge of partnership federal and state schedule K-1s.
Bachelor's degree in accounting or finance is required; a master's degree in tax or accounting is preferred. Enrolled agent or CPA preferred.
High net worth individual tax experience preferred.
Proficiency in tax research software such as Westlaw, Bloomberg, and CCH.
Computer proficiency in Microsoft Excel, PowerPoint, and Word; Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint skills include creating charts, layouts, and analysis to support tax planning opportunities.
Detail‑oriented and collaborative‑minded professional with a proactive approach to problem‑solving.
Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. KPMG will not sponsor U.S. work visas for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa).
KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring, and all qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status or any other category protected by applicable law.
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Associate Director, Tax Research and Planning
role at
KPMG US . KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients and is supported by our culture of individual development, inclusiveness, innovative excellence, and community support.
Responsibilities
Conduct thorough tax research and analysis related to the preparation of individual federal and state tax returns and partnership schedule K-1s to support Partner Tax Services and Partner Tax Matters group in the preparation of federal and state tax returns.
Proactively monitor federal and state legislative developments; model the potential impact of proposed tax changes and identify strategic tax‑savings opportunities for the firm and its partners.
Document tax research positions and collaborate with firm experts on federal and state issues to ensure compliance with all tax regulations and deadlines.
Effectively communicate tax technical positions to members of cross‑functional groups within Firm Taxes.
Respond to inquiries from tax authorities to resolve tax issues efficiently.
Act with integrity, professionalism, and personal responsibility to uphold KPMG's respectful and courteous work environment.
Qualifications
Minimum seven years of recent federal and state individual tax experience with in‑depth knowledge of partnership federal and state schedule K-1s.
Bachelor's degree in accounting or finance is required; a master's degree in tax or accounting is preferred. Enrolled agent or CPA preferred.
High net worth individual tax experience preferred.
Proficiency in tax research software such as Westlaw, Bloomberg, and CCH.
Computer proficiency in Microsoft Excel, PowerPoint, and Word; Excel skills include creating spreadsheets, using shortcuts, formula functions, sorting/filtering data, and analyzing data; PowerPoint skills include creating charts, layouts, and analysis to support tax planning opportunities.
Detail‑oriented and collaborative‑minded professional with a proactive approach to problem‑solving.
Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. KPMG will not sponsor U.S. work visas for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa).
KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring, and all qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status or any other category protected by applicable law.
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